An excellent opportunity has arisen for a Trainee Independent Financial Adviser to join a highly successful and professional organisation based in the Surrey area. The company is already positioned for the impending RDR regulations and therefore seeks an individual who is working towards this or ex...
The company - IFA Choice is a firm of Paraplanners. We provide an administration and technical report writing service for Independent Financial Advisers. This is a flexible home based role so the ability to work on your own initiative is imperative. The role would be great for someone who wants a ca...
In order to apply for this position candidates MUST have strong FINANCIAL SERVICES PARAPLANNING experience. Client Profile: Our client are a well established national company of Independent Financial Advisers. Job Profile: To provide an interface between the Client, the Consultant and other parti...
In order to apply for this position candidates MUST have previous PARAPLANNING experience. Should you not have this experience please do not apply as your details will be automatically rejected. Client Profile: Our client is a New Forward thinking IFA who are enjoying continuous growth within the ...
PARAPLANNER - WEALTH MANAGEMENT SHREWSBURY Salary to £25,000 plus benefits JohnstonGreer have been retained by this highly specialist IFA practice in Shropshire who are at the forefront of their niche market sector. A requirement has now arisen for an experienced Paraplanner to join the successful ...
JohnstonGreer have been retained by this highly specialist IFA practice in Cheshire who are at the forefront of their specialist market sector. A requirement has now arisen for an experienced Paraplanner to join the successful team. Operating in close conjunction with the Managing Director of the f...
PARAPLANNER MANCHESTER Salary to £30,000 plus benefits This well known and market leading firm of IFAs have over 8 highly qualified advisors, including the partners and a well qualified administration team. The firm deals with the full range of wealth management including life, pensions and investm...
HNW PARAPLANNER CHESHIRE Salary to £26,000 JohnstonGreer have been retained by this highly specialist IFA practice in Cheshire who are at the forefront of their niche market sector. A requirement has now arisen for an experienced Paraplanner to join the successful team. Operating in close conjuncti...
DIRECTORS PARAPLANNER CREWE Salary to £24,000 plus benefits JohnstonGreer have been retained by this highly specialist IFA practice in Cheshire who are at the forefront of their niche market sector. A requirement has now arisen for an experienced Paraplanner to join the successful team. Operating i...
Are you FPC qualified? Our client is a well known local independent Financial Advisor and they are currently looking for a Paraplanner to join their team. As a Paraplanner you will be seen as an integral part of a team that will be regarded as the main business generator of the organisation. The go...
Exciting new opportunity for an experienced Paraplanner to join an IFA practice in Cheshire. The ideal candidate will provide a high quality support role to both clients and advisers with the ability to demonstrate consistent advancement in product knowledge (IHT/estate planning including With Profi...
Are you an experienced IFA either working for yourself, another employer or a network, who wants to benefit from working with some of the most impressive IFAs in the industry? Do you want……. More Support More Help with Business Development More personal development More Capital creation More share ...
An exciting opportunity for a Paraplanner to join a small yet successful IFA practice in Leicester has arisen due to an increasing work load of a top billing advisor. The role will involve working alongside an administrator, compliance officer and two advisors obtaining quotes and valuations, resea...
Our client are an extremely HNW focused firm of wealth managers. Their business has been built on dealing with clients from the top end of society. Due to new business wins and expansion they are looking to recruit a well qualified, professional and experienced paraplanner. You must be fully qualif...
Organisation Description My client is a market leading IFA company that provide bespoke financial solutions and based in Birmingham. The provide all aspects of retirement, investment and protection planning to individual / private clients. Job Description They are looking to appoint a Paraplan...
If you:
Are fully FPC qualified
Have experience within Financial Services
Have strong communication skills
Good organisational and planning skills
Please apply or contact us now for more information on this exciting role
...
Organisation Description My client a friendly Financial Advisory Firm is currently seeking to recruit a competent Paraplanner to join their successful organisation. Job Description The purpose of the role will be to carry out all the research and report writing working alongside a very successful ...
Reporting to one of the Directors, you will already be a highly experienced technical Paraplanner dealing in the high net worth (HNW) market. With an attention to detail and the ability to work unsupervised you will be responsible for: Technical research and the preparation for client meetings At...
We currently seek a financial services professional with strong client management and business development skills to join our clients, a well established firm of IFA's. The ideal candidate will have experience of dealing with HNW clients and be confident in preparing and delivering bespoke planning...
Reporting to one of the Directors, you will already be a technical Paraplanner role experienced in dealing in high net worth (HNW) market. With an attention to detail and the ability to work unsupervised you will be responsible for: Technical research and the preparation for client meetings Attendi...
Reporting to one of the Directors, you will already be a technical Paraplanner role experienced in dealing in high net worth (HNW) market. With an attention to detail and the ability to work unsupervised you will be responsible for: Technical research and the preparation for client meetings Attendi...
Our client is a well established and successful Wealth Management practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending...
Our client is a well established and successful Wealth Management practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: Candidates need to be able to demonstrate a strong background within...
RecruitingUK' s Client is a prestigious Financial Planning Consultancy with an immediate requirement for a Paraplanner in their Fife office. Working closely with the Financial Planners, you will provide a technical support function which can include – • Research, analyse and prepare client suitabil...
Well respected IFA Practice in Bolton are currently looking for an experienced Paraplanner to join their busy team. Duties include: research and product recommendation, suitability letters, report writing and liaising with clients and dealing with queries. The successful candidate will currently be...
In order to apply for this positio candidates MUST have previous PARAPLANNING experience. Client Profile: Our client is a successful and well established IFA. Job Profile: To provide an interface between the Client, the Consultant and other parties. Compile and provide comprehensive reports and s...
PARAPLANNER (Must hold G60 or J04 J05)
The Company
I am presently recruiting on behalf of a specialised Pensions company based in West Yorkshire. The company is a privately owned organisation and deals with clients across the UK.
The Role
You will be performing the normal day to day...
Our Client a bespoke financial planning firm, are looking for a Paraplanner to report directly into the partners and provide full sales support to the advisors. You will ideally have three to five years experience in a Paraplanning capacity with duties including reports, writing reason-why letters,...
Organisation Description My Client are an Independent Financial Advisers based in the South West of England and one of the South West’s most respected chartered accountants and business advisers, and a top 50 firm nationally. You will be part of a small Sales Support and Financial Planning Admi...
Organisation Description My Client are an Independent Financial Advisers based in the South West of England and one of the South West’s most respected chartered accountants and business advisers, and a top 50 firm nationally. You will be part of a small Sales Support and Financial Planning Admi...
Prestigious IFA Practice based in Southport is currently looking for a highly experienced Paraplanner to join their growing team. Duties include: supporting the Advisors with state of the art Financial Planning analysis and research, preparing and regularly updating client fact find information, co...
Paraplanner - £18k-£23k - Cheshire Chester based IFA Practice require a Paraplanner to join their successful team. Your duties will be to work alongside the Financial Advisors to administer their business tasks, Report writing, reason why letters, researching and recommendation letters and liaise wi...
Organisation Description My client is an IFA Practice based in Cheshire who are currently looking for an experienced Paraplanner to join their busy team for a 3 month contract. Job Description The key responsibilities will include: research and product recommendations, suitability letters, rep...
Small Private Wealth Management company in Uckfield has a vacancy for a new HNW Independent Financial Adviser. They can offer leads through various sources. Plus an infrastructure which includes top of the range IT, Admin, Paraplanner etc........ If you are looking for an exit strategy then the com...
Organisation Description We are Independent Financial Advisers specialising in providing investment advice to both private and corporate clients. The Company’s Office is in Monmouth and we are looking for an individual to join our dynamic team providing Paraplanning support. Job Description T...
Employed IFA – G60 (or equivalent) Job Reference: VS/10063 Job Description: Our client a highly successful IFA organisation is seeking a Financial Adviser to work as part of a small team providing financial advice to existing and prospective clients. Key responsibilities include: - - Planning a...
Employed IFA – G60 (or equivalent) Job Reference: VS/10063 Job Description: Our client a highly successful IFA organisation is seeking a Financial Adviser to work as part of a small team providing financial advice to existing and prospective clients. Key responsibilities include: - - Planning a...
Employed IFA (Leads Provided) – G60 (or equivalent) Job Reference: VS/10063 Job Description: Our client a highly successful IFA organisation is seeking a Financial Adviser to work as part of a small team providing financial advice to existing and prospective clients. Key responsibilities includ...
Elringtons are acting on behalf of a long established and highly prestigious IFA in the vicinity of Derby. Our client is seeking a well qualified and experienced Support person to work as a Paraplanner to work alongside the Senior Consultants who advise HNW clients. Your technical knowledge is hi...
Paraplanner, Surrey, £25000 + excellent benefits package Our client is a well established IFA who have a vacancy for a paraplanner who is looking to expand their technical capacity. You will be providing daily support to a min of 2 IFA consultants, you'll be exposed to the full range of financial pr...
Wealth Management company with Head Office in the City of London are looking for self employed IFA's to join their successful and highly productive Financial Services company. With offices all over the country this IFA company is becoming one of the top IFA's in the country with just 118 IFA's to d...
Wealth Management company with Head Office in the City of London are looking for self employed IFA's to join their successful and highly productive Financial Services company. With offices all over the country this IFA company is becoming one of the top IFA's in the country with just 118 IFA's to ...
FGIV0911-63
The Company
Recognised for their innovation and quality of delivery, this highly prestigious firm of Independent Wealth Planners are looking for a Paraplanner to report directly into the partners and provide full consultant support.
The Role
The Paraplanner will carry out product...
Organisation Description Our client is a small, well respected IFA practice who has produced outstanding results so far in 2009. They are seeking an experienced Paraplanner to prepare and deliver bespoke reports and assist the head of practice. Job Description This role will involve detailed kn...
Organisation Description A growing, dynamic and professional financial planning firm, based in the East Midlands is seeking to recruit a Senior Paraplanner. As a senior member of the Paraplanning Team, you will report to the Administration Manager and be responsible for processing all the pre and ...
Organisation Description This well-established and highly successful investments orientated IFA is now seeking an experienced Para Planner to provide assistance to their senior consultant in achieving new business targets through researching and preparing sales literature. Job Description The r...
Organisation Description A highly successfully city based boutique HNW IFA practice requires an experienced Paraplanner. You must have current / recent top class Paraplanning experience and be able to produce work of the highest standard. You will have passed at least the full FPC or CF1-5 and id...
Organisation Description A highly successfully city based boutique HNW IFA practice requires an experienced Paraplanner. You must have current / recent top class Paraplanning experience and be able to produce work of the highest standard. You will have passed at least the full FPC or CF1-5 and id...
Organisation Description A fee based boutique financial planning practice based in Hertfordshire, close to the requires an experienced Paraplanner to join an expanding business. The practice specialises in providing a bespoke, fee based service to high new worth client, many of who are high profi...
Organisation Description A fee based boutique financial planning practice based in Hertfordshire, close to the requires an experienced Paraplanner to join an expanding business. The practice specialises in providing a bespoke, fee based service to high new worth client, many of who are high profi...
In order to apply for this position candidates MUST have previous PARAPLANNING experience. Client Profile: Our client is a firm of Independent Financial Advisers specialising in the provision of advice on pensions, investments and protection to corporate and individual clients. Job Profile: To pr...
We are currently looking for a Paraplanner to work for our Client in Sandbach. The role involves preparation of financial planning and investment report, preparation of Trust Deeds, preparing investment portfolio application packs, submitting and tracking new business, liaising with clients, solici...
In order to apply for this position candidates MUST have previous PARAPLANNING experience. Client Profile: Our client is an established and well respected firm of Independent Financial Advisers. Job Profile: To provide an interface between the Client, the Consultant and other parties. Compile and...
Organisation Description My client a highly successful financial services organisation, is currently seeking to recruit a competent paraplanner to join their successful practice based in Lymington. Job Description The main purpose of the role will be to carry out all the research and reason why ...
Organisation Description My client a highly successful financial services organisation, is currently seeking to recruit a competent paraplanner to join their successful practice based in Lymington. Job Description The main purpose of the role will be to carry out all the research and reason why ...
- The Role This sales support role based in a busy Tunbridge Wells based IFA and mortgage brokerage involves dealing with compliance, research and help to prepare financial services reports. - The Company Although a smaller firm they have continued to be successful, this is largely down to their fo...
Job Title Paraplanner Salary negotiable Location Solihull Our client, a rapidly expanding IFA practice, is looking for a paraplanner to join their team in the solihull area. Candidates will be responsible for providing support to 2-3 IFA's who deal with a range of products although are investment a...
Operating in close conjunction with the Managing Director of the firm you will provide a full technical support function to his portfolio of both Corporate and HNW private clients. You will be involved in all areas of technical research and report writing with much of the advice provided by the fir...
FRH0911-67
The Company
Leading insurance broking, risk management and financial advisory group, providing advice to organisations and individuals throughout the UK
The Role
You will support 2 consultants whilst reporting to an Administration Manager, the department is split between employee...
This is an exciting opportunity to join an established Financial Advisory Consultancy based in the City of London. This organisation focus on the provision of quality financial advice to high net worth individuals. The position involves supporting an extremely successful advisor in all aspects of t...
Defying the current climate this growing organisation is now seeking a Corporate DC Paraplanner for their offices in Bristol. This is a senior pro-active position where you will support five consultants and an established Corporate DC portfolio as well as actively building and developing relationsh...
This highly regarded and busy IFA is now seeking a Paraplanner to provide technical and advisory support to Consultants in relation to researching and the recommendation of products. This role is based within the Tunbridge Wells office. You will work closely with the Consultant and his PA as part o...
Our client are an IFA in Horsham, providing independent financial advice for both individual and corporate clients. Due to recent expansion they are looking to recruit a Paraplanner to their team. The successful candidate is required to have the ability to work independently and as part of a team. ...
£18,000 - £21,000 per annum, negotiable, inc benefits
Reed Insurance
11
18 Nov
Job Description My client are a financial planning practice who have an established client base predominantly made up of legal and accountancy specialists which have been generated from a number of connections with professional practices. The business is growing due to new connections and joint...
£18,000 - £21,000 per annum, negotiable, inc benefits
Reed Insurance
21
18 Nov
Job Description My client are a financial planning practice who have an established client base predominantly made up of legal and accountancy specialists which have been generated from a number of connections with professional practices. The business is growing due to new connections and joint...
Job Description My client are an established organisation offering a range of services such including corporate and personal financial planning and have been successful in acquiring new business which has led to growth. Reporting the Operations Manager, there is an opportunity for a Senior Para...
Job Description My client are an established organisation offering a range of services such including corporate and personal financial planning and have been successful in acquiring new business which has led to growth. Reporting the Operations Manager, there is an opportunity for a Senior Para...
Job Description My client are an established and accountancy practice with offices around the region who’s clients are very wealthy. They are looking for a Senior Paraplanner to support a top producing Director with technical administration, risk profiling, report writing and complex paraplanning....
Job Description My client are an established and accountancy practice with offices around the region who’s clients are very wealthy. They are looking for a Senior Paraplanner to support a top producing Director with technical administration, risk profiling, report writing and complex paraplanning....
Job Description My client are a leading financial services practice offering insurance and risk, wealth and employee benefits services. The team in Nottingham are looking for an Employee Benefits Coordinator to provide added support to the Corporate team. Key Responsibilities Project Coordin...
Job Description My client are a leading financial services practice offering insurance and risk, wealth and employee benefits services. The team in Nottingham are looking for an Employee Benefits Coordinator to provide added support to the Corporate team. Key Responsibilities Project Coordin...
PARAPLANNER (Must hold G60 or J04 J05)
The Company
I am presently recruiting on behalf of a specialised Pensions company based in West Yorkshire. The company is a privately owned organisation and deals with clients across the UK.
The Role
You will be performing the normal day to day...
Due to business development and expansion, an exciting opportunity has arisen to work for a medium sized IFA Practice with offices throughout the East Midlands for an experienced Paraplanner. The role will involve working alongside two junior paraplanners jointly supporting circa 10 IFAs. The Parap...
Do you have a solid background working as a Paraplanner? Are you looking for a new and exciting career? Do you have excellent administration skills? If so, please read on … Our client is looking for a Paraplanner to join their busy and vibrant company based in Lymington Within this varied and diver...
Paraplanner required for busy IFA Practice in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with IFAs on specific queries; liaising with compliance team in respect of signing off s...
Prestigious IFA Practice based in Cheshire are currently looking for an experienced Paraplanner for a 3 month contract. Duties include: research and product recommendations, suitability letters, report writing and liaising with clients regarding technical queries. The successful candidate will have...
We are looking for a qualified and highly experienced Paraplanner to join a friendly small IFA in the North Essex area. Ideally the successful candidate will have a minimum of 2 years experience within a Paraplanning role. You will know how to research products, create reports and deal with suitabi...
Organisation Description My client provides comprehensive Wealth Management solutions covering a range of areas including Tax Planning, Pensions, Investments and Protection plans. As a result of growth they are looking for an experienced Paraplanner to join their team. Job Description The candi...
A very well established fee based IFA practice based in Lancashire require an experienced paraplanner to assist in dealing with a very high net worth client base. They are looking for a candidate who is progressing towards chartered status, has good analytical ability, broad technical knowledge and ...
This is a fantastic new paraplanning role within a leading practice offering a very good basic and comprehensive package.. Job Objective: To assist Directors/Senior Consultants with product advice, recommendation and report writing. To liaise with clients and provide explanations of recommendati...
Paraplanner required for busy IFA Practice in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with ifas on specific queries; liaising with compliance team in respect of signing off s...
Organisation Description My client is a successful expanding IFA practice based inthe heart of Surrey Job Description The successful candidate will be required to perform the duties of a Sales Support Administrator/Paraplanner dependent on the experience of the right person. This will include ...
Organisation Description My client is a successful expanding IFA practice based inthe heart of Surrey Job Description The successful candidate will be required to perform the duties of a Sales Support Administrator/Paraplanner dependent on the experience of the right person. This will include ...
Our client, a national accountants and business service provider with a prestigious history and outstanding reputation, is currently looking to recruit an experienced paraplanner in Bristol.
Commited to providing high quality advice to both corporate clients and HNW individuals, the firm offers a...
In order to apply for this position candidates MUST have previous PARAPLANNING experience. Please note that this position is to work on a 3 month contract only. Client Profile: Our client are a well respected Wealth Management company. Job Profile: To provide an interface between the Client, the...
Our client are keen to bring on board an experienced paraplanner to join their busy team. • Arranging quotations for Life Assurance, Pensions and Investments • Portfolio valuations • Dealing with clients over the telephone, face to face and by e-mail/letter • Writing reports on behalf of the IFA • ...
This wide ranging Paraplanner role, has been created by a specialist IFA Practice dealing with Personal Accident cases referred through Solicitor and Barrister connections who are looking to augment their technical team Not only, will you be dealing with report writing, research technical queries...
Organisation Description Expanding Surrey based IFA Job Description Dealing with Investment Pensions products, report writing, research assisting the IFAs Person Specification The successful candidate will have experience working as Paraplanner within an IFA environment, fully FPC qualifie...
Organisation Description Expanding Surrey based IFA Job Description Dealing with Investment Pensions products, report writing, research assisting the IFAs Person Specification The successful candidate will have experience working as Paraplanner within an IFA environment, fully FPC qualifie...
RecruitingUK, Scotland’s Financial Services Recruitment Specialist, has an immediate requirement for a Paraplanner in Edinburgh. Our Client is a prestigious Financial Services organisation servicing the needs of the Corporate and High Net Worth sectors. Working closely with the Senior Financial Pla...
Well known IFA based in Merseyside require a Paraplanner to support two IFA's. Your role will be to support the two IFA's with client administration to make sure undertaken in a compliant manner. Your duties will involve the following: Sourcing suitable products for clients and making recommendatio...
DC Corporate Paraplanner, Bristol, Competitive Salary Responsibilities Supporting a dynamic team of Corporate Consultants Preparing for client presentations Reporting new business pitches and corporate communication exercise. Ensuring that administration and compliance process are followed at all ti...
Our client, a leading national IFA, currently requires a Paraplanner to join their growing team dealing with HNW clients. Candidates will be required to: - Research products provide appropriate recommendations to IFA’s in all areas of financial planning. - Prepare reports and letters providing adv...
This is a senior paraplanner role working with a high producing wealth manager to assist in all aspects of providing advice to clients. Key Functions Responsibilities 1) Product research. The technical and practical evaluation of products within the range specified in personal job description; s...
This is a lovely new role in a well established IFA for an experienced sales support technician with the ability to provide a paraplanning service ( report writing, reason why letters and research). Our client is a whole of market IFA Wealth Manager based in smart, professional offices and the oper...
We are looking for a Senior Sales Support with exposure to some Paraplanning duties, to carry out a Paraplanner role within a very friendly IFA team. Your role: Full support to a busy IFA practice, ensuring that you are at all times “compliant” in line with FSA guidelines • Research on products and...
Paraplanner - £18k-£23k - Cheshire Chester based IFA Practice require a Paraplanner to join their successful team. Your duties will be to work alongside the Financial Advisors to administer their business tasks, Report writing, reason why letters, researching and recommendation letters and liaise w...
Senior Paraplanner - East Hertfordshire : up to £32,000 plus an excellent training, study and benefits package including a 30% bonus scheme. The company A leading Wealth Management organisation in East Hertfordshire, are currently recruiting for a Senior Paraplanner who is seeking a long-term and su...
Paraplanner - Merseyside - £25k-£35k. Expanding and respected IFA based in Southport require a Paraplanner to join very successful team. Your role will be to very closely with the IFA's on Factfinding, client reviews and compliance. You will be working within the financial planning team on pensions...
Organisation Description My client is a leading organisation that provides financial planning advice to it's clients. Due to expansion, they are looking for an experienced Paraplanner to join their team. This will be on a part time basis of 20 hours per week. Job Description Responsibilities of...
